Scge Management, L.P. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Scge Management, L.P. disclosed 23 US equity positions worth $5.4bn in its Q4 2024 13F filing. The largest position was NOW at 19.4% of the reported book, followed by META and AMZN. Against the Q3 2024 filing, it opened 9 new positions, added to 2 and reduced 8 among the top 23 holdings.
What did Scge Management, L.P. own in Q4 2024? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | NOW SERVICENOW INC | Technology | 19.4% | $1.0bn | 988,000 | 0% | held |
| 2 | META META PLATFORMS INC | Communication Services | 13.1% | $710.8m | 1,214,000 | -15% | reduced |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 8.2% | $442.7m | 2,018,000 | -11% | reduced |
| 4 | NVDA NVIDIA CORPORATION | Technology | 7.3% | $394.0m | 2,934,000 | 0% | held |
| 5 | SHOP SHOPIFY INC | Technology | 7.2% | $391.5m | 3,682,000 | 139% | added |
| 6 | PANW PALO ALTO NETWORKS INC | Technology | 4.9% | $263.5m | 1,448,000 | 171% | added |
| 7 | AVGO BROADCOM INC | Technology | 4.8% | $259.7m | 1,120,000 | – | new |
| 8 | TEAM ATLASSIAN CORPORATION | Technology | 3.8% | $207.1m | 851,000 | – | new |
| 9 | CVNA CARVANA CO | Consumer Cyclical | 3.7% | $201.1m | 989,000 | – | new |
| 10 | CPNG COUPANG INC | Consumer Cyclical | 3.6% | $196.4m | 8,935,000 | -19% | reduced |
| 11 | HUBS HUBSPOT INC | Technology | 3.5% | $191.6m | 275,000 | -15% | reduced |
| 12 | FICO FAIR ISAAC CORP | Technology | 2.8% | $149.3m | 75,000 | – | new |
| 13 | TTAN SERVICETITAN INC | Technology | 2.3% | $126.5m | 1,229,285 | – | new |
| 14 | RDDT REDDIT INC | Communication Services | 2.2% | $119.1m | 729,000 | – | new |
| 15 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.9% | $105.3m | 533,000 | 0% | held |
| 16 | MSFT MICROSOFT CORP | Technology | 1.9% | $105.0m | 249,000 | -77% | reduced |
| 17 | NFLX NETFLIX INC | Communication Services | 1.8% | $98.0m | 110,000 | – | new |
| 18 | SE SEA LTD | Consumer Cyclical | 1.8% | $96.4m | 909,000 | – | new |
| 19 | NU NU HLDGS LTD | Financial Services | 1.7% | $89.6m | 8,648,000 | -74% | reduced |
| 20 | CRWD CROWDSTRIKE HLDGS INC | Technology | 1.6% | $87.3m | 255,000 | -45% | reduced |
| 21 | MELI MERCADOLIBRE INC | Consumer Cyclical | 1.2% | $64.6m | 38,000 | -17% | reduced |
| 22 | MNDY MONDAY COM LTD | Technology | 0.9% | $50.6m | 215,100 | – | new |
| 23 | CART MAPLEBEAR INC | Consumer Cyclical | 0.2% | $11.6m | 280,037 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.